Arista Networks
ANET
759 hedge funds and large institutions have $28.1B invested in Arista Networks in 2021 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 218 increasing their positions, 272 reducing their positions, and 55 closing their positions.
600% more funds holding in top 10
Funds holding in top 10: 3 → 21 (+18)
205% more first-time investments, than exits
New positions opened: 168 | Existing positions closed: 55
68% more capital invested
Capital invested by funds: $16.8B → $28.1B (+$11.4B)
18% more call options, than puts
Call options by funds: $529M | Put options by funds: $448M
16% more funds holding
Funds holding: 656 → 759 (+103)
20% less repeat investments, than reductions
Existing positions increased: 218 | Existing positions reduced: 272
762.53% less ownership
Funds ownership: 1,019.3% → 256.77% (-763%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$378M |
| 2 |
JP Morgan Chase
New York
|
+$255M |
| 3 |
PCH
Polar Capital Holdings
London,
United Kingdom
|
+$215M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$161M |
| 5 |
Neuberger Berman Group
New York
|
+$84.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$210M |
| 2 |
SCM
Spyglass Capital Management
San Francisco,
California
|
-$167M |
| 3 |
UBS AM
Chicago,
Illinois
|
-$140M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$137M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$74.4M |
ANET Hedge Fund Activity: Q4 2021 in Review
759 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Arista Networks (ANET) for Q4 2021, worth a combined $28.1B — up 68% from $16.8B a quarter earlier.
Buyers outnumbered sellers: 168 funds opened new ANET positions and 55 closed out — a net gain of 113 holders — while 218 added to existing stakes and 272 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $378M. The largest seller was Artisan Partners, cutting an estimated $210M.
- 759 institutional investors held Arista Networks (ANET) as of Q4 2021, up from 656 in Q3 2021.
- Funds reported $28.1B of Arista Networks stock for Q4 2021, up 68% quarter-over-quarter.
- 168 funds opened new Arista Networks positions in Q4 2021 and 55 closed out, a net change of +113 holders.
- The largest Arista Networks buyer in Q4 2021 was Fidelity Investments, an estimated $378M added.
- The largest Arista Networks seller in Q4 2021 was Artisan Partners, an estimated $210M sold.
Based on aggregated 13F filings for Q4 2021.